The San Diego Foundation is proud to stand as San Diego's leading resource for
information about charitable giving and community needs. We encourage, support and
facilitate meaningful dialogue on issues affecting each of our communities, and work with philanthropists to develop creative solutions to meet critical community needs.
The Chief Investment Officer provides oversight, and guides and manages the investment strategies and activities of the rapidly growing San Diego Foundation consistent with board-approved policies and guidelines. This position reports directly to the President & CEO, and works with the Investment Committee of the Board of Governors, senior staff, auditors, professional volunteers, and outside consultants and managers to establish, maintain, administer, and monitor policies related to the management of The Foundation’s investments.
A minimum of 10 years of progressive supervisory experience, investment management and endowment investing experience
Demonstrated success in the management of multi-asset class portfolios
Must possess experience developing investment policy, in-depth knowledge of various
investment concepts including risk management and compliance, products, styles and
Demonstrated experience working in a team
Expert in accounting principles and practices applicable to this position (for-profit, nonprofit and charitable trusts/endowments)
Working knowledge of planned giving vehicles
Demonstrated experience in leadership of community, social and/or non-profit entities
Demonstrated ability to lead diverse staff and volunteers
Ability to communicate with individuals at all levels of socio-economic positions
Demonstrated ability to accomplish objectives with minimal guidance
Demonstrated ability to find solutions, is resourceful
Intimate familiarity with computer systems and applications relevant to this position
Strong written and verbal communication skills
Accomplished at public speaking with strong presentation skills
MBA and CFA designation preferred. See full job description on San Diego Foundation website.